Retiring In 5 Years? Check this (non-financial) list off first

from Successfully Retired · host Hamilton Brandenburg

When families get close to retiring they start going through all the checklists: Get investments in orer Do the will Etc., etc... However, getting your financial house in order before evaluating your retirement's priorities and activities is like getting cart before the horse. Today Rick Luchini and I chat about some of the top things we would do that are not related to our money if we were going to retire in 5 years or less. Learn more at www.brandenburgFS.com

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This episode is 15 minutes long.

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This episode was published on April 1, 2025.

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